Reviews

Reviewer opinions

Authored by me:

Reviews

4.6

David

56-65 years old

5

"Wayne has been an excellent advisor. He is knowledgeable and personable. We are confident he will be a great asset to our future"

09 May 2018

details

David

56-65 years old

5

"We have known Wayne for over 20 years, he is a true professional and a trusted adviser. He has a great technical knowledge of the financial market and able to cut through all the financial jargons so that we have a full understanding of our financial position. We have recommended Wayne to a number of our friends and associates."

14 Apr 2017

details

Rochelle

35-45 years old

1.25

"I had an appointment but my husband couldn't make it. Advised the PA of this who told me to still come in. Wayne said he couldn't offer any advice without my husband there and berated me for wasting his time."

27 Mar 2017

details

Ross

65+ years old

3.75

"Wayne is polite and courteous. He is quite comfortable with meeting with us in our home and is always punctual and well prepared."

24 Mar 2017

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Carmel

65+ years old

5

"My husband and I were referred to Wayne about 4 years ago and he has assisted us greatly in the setting up of our investments and advising on retirement strategy. He has been quick to respond to any change in our circumstances which could effect our financial planning, both current and for the future. We rely on his knowledge and advice and would definitely recommend him to our friends and family without hesitation."

19 Mar 2017

details

Sue

65+ years old

5

"Wayne is a very reliable, thoughtful, knowledgeable and informed advisor. He is very also very kind and considerate . Our family values his services greatly. "

17 Mar 2017

details

My Expertise

Aged Care

Budgeting

Government Assistance

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Retirement Planning

Self Managed Super Funds

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Key information

Adviser rating

Platinum

Years Experience

28 Years

Highest qualification

Bachelor of Arts

Industry Memberships

2 total

Address

Suite 27 3-9 Terminus StreetCastle Hill, NSW, 2154

Location

Like to know more?

I'm committed to providing quality service and meeting your needs.

Ownership Structure

Company

Parkside Investorplus Solutions Pty Ltd

Licensee
Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee

Top skills rated by customers

David

"Wayne has been an excellent advisor. He is knowledgeable and personable. We are confident he will be a great asset to our future"

09 May 2018

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

David

56-65 years old

5

"We have known Wayne for over 20 years, he is a true professional and a trusted adviser. He has a great technical knowledge of the financial market and able to cut through all the financial jargons so that we have a full understanding of our financial position. We have recommended Wayne to a number of our friends and associates."

14 Apr 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Rochelle

35-45 years old

1.25

"I had an appointment but my husband couldn't make it. Advised the PA of this who told me to still come in. Wayne said he couldn't offer any advice without my husband there and berated me for wasting his time."

27 Mar 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Ross

65+ years old

3.75

"Wayne is polite and courteous. He is quite comfortable with meeting with us in our home and is always punctual and well prepared."

24 Mar 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Carmel

65+ years old

5

"My husband and I were referred to Wayne about 4 years ago and he has assisted us greatly in the setting up of our investments and advising on retirement strategy. He has been quick to respond to any change in our circumstances which could effect our financial planning, both current and for the future. We rely on his knowledge and advice and would definitely recommend him to our friends and family without hesitation."

19 Mar 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Sue

65+ years old

5

"Wayne is a very reliable, thoughtful, knowledgeable and informed advisor. He is very also very kind and considerate . Our family values his services greatly. "

17 Mar 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Carol

65+ years old

4.06

"Wayne has looked after our affairs for many years and we are confident in his abilities to do the best for us."

16 Mar 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Stephen

65+ years old

5

"Wayne has our complete confidence because he is excellent in his field. He is always prompt in replying, very clear with any advice or strategy, after listening well to our situation/questions. I do recommend Wayne to others for these reasons, plus he is very friendly, personable & genuine - you get the feeling he just wants to help you as much as possible with best service [rather than a client/source of income]."

16 Mar 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Toby

65+ years old

2.19

"no comment"

25 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Karen

56-65 years old

5

"We find Wayne and his team very professional and helpful with well researched advice."

11 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Peta

56-65 years old

5

"Wayne is quick to respond if you have a problem and quick to fix the problem. Cares about his clients. "

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Patrick

65+ years old

3.75

"My needs and objectives are clearly explained and satisfied."

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

David

56-65 years old

5

"Wayne gave clear and sound advice and gave complete explanations each step of the way. Would not hesitate to recommend to family and friends"

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

John

65+ years old

5

"Wayne has looked after my smsf for twenty years most competently. I have no reservation in recommending him."

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Evelyn

56-65 years old

5

"Wayne is very professional and shows genuine interest in his clients and their ongoing financial needs. "

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Martin

56-65 years old

5

"Always reliable, friendly, and understanding of our situation and needs - plus good back up team"

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Jean-ann

65+ years old

4.38

"Wayne and his staff have been and continue to be very helpful in advising me on the best plan to choose for my financial "peace of mind" now and into the unknown future!"

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Rob

56-65 years old

5

"I know Wayne on both a personal & professional level.
He is a man of integrity & honesty whose focus is to provide his clients with the best fit advice on an on-going basis. He has our full confidence & recommendation to anyone seeking financial advice.
Rob & Faith"

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Hugh

56-65 years old

5

"First rate advisor"

07 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Jenny

65+ years old

5

"Wayne is professional,friendly and helpful."

01 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Collin

65+ years old

5

"Good services and explains all the things related very clearly in a professional style.We will recommend to Wayne to anyone who will need the above services"

01 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

David

46-55 years old

5

"As an experienced investor, it's often difficult to see the value that an advisor can bring. But Wayne's deep and broad technical knowledge, extensive research and commitment to find the best solutions for us have been invaluable. And in many cases has simplified our finances and thus our lives."

01 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Anne

56-65 years old

5

"Always helpful and up to date with current changes. Appreciate his knowledge and efficiency. Would recommend him to anyone. "

01 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Bob

65+ years old

5

"First Class. I taught him well"

01 Feb 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Max

56-65 years old

5

"Excellent support and Wayne's professional advise has been the difference in our finances."

31 Jan 2017

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Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Hugh

56-65 years old

5

"Wayne offers a comprehensive range of products that have be tailored to me and my wife's current and future needs. His advice, service and the high level of knowledge that his staff offers is also highly regarded "

31 Jan 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Barry

65+ years old

4.06

"Over the past 20 years we have established a good working relationship, and although I have retired and now live interstate our monthly Teleconferences continue to provide the service I need.
Barry 4507"

31 Jan 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Viktor

65+ years old

5

"I'm in a position to buy anything I want when I want to. I feel good about it"

31 Jan 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Terry

65+ years old

4.69

"Wayne is an extremely competent professional who takes the time to completely understand my situation before recommending the most appropriate strategies. Technically he is very strong."

31 Jan 2017

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Frances

46-55 years old

5

"Working with Wayne will enable us to retire comfortably and provides us with great peace of mind."

10 Nov 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Paula

35-45 years old

5

"Knowledgeable, trustworthy and friendly service. Highly recommend."

21 Oct 2016

details

Customer opinions

Communication

Knowledge & Expertise

Customer Care

Recommendation

Like to know more?

I'm committed to providing quality service and meeting your needs.

Let's chat

I'm committed to providing quality service and meeting your needs.Please enter your details and some information about the services you need to help me give you the best possible response.

Aged Care

Borrowing

Budgeting

Cashflow & Income

Complex Investments

Defence Industry

Expat Finance

Government Assistance

Growing Assets

Insurance & Protection

Managing Debt

Margin Lending

Medical Industry

Property Investment

Retirement Planning

Self Managed Super Funds

Shares & Investments

Small Business Advice

Socially Responsible Investments

Superannuation

Tax Strategies

Wills & Estate

Women's Finance

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